Offshore
Photo
Hidden Value Gems
I think there are a few things the UK could learn from Ireland 👇🏽
One has a rapidly falling Debt/GDP and a surplus budget, EU member, just 12.5% corporate income tax.
The other: rising Debt/GDP (over 100% now), rising budget deficit, not EU member any longer, 25% corporate income tax
'Ireland’s luxury problem: what to do with its €8.6bn surplus" - @FT
tweet
I think there are a few things the UK could learn from Ireland 👇🏽
One has a rapidly falling Debt/GDP and a surplus budget, EU member, just 12.5% corporate income tax.
The other: rising Debt/GDP (over 100% now), rising budget deficit, not EU member any longer, 25% corporate income tax
'Ireland’s luxury problem: what to do with its €8.6bn surplus" - @FT
tweet
Offshore
Photo
Quality Stocks
🇵🇱 Dino Polska $DNP One Pager
🏆 Score 6.1/10
🎯 My fair price estimation is around 380PLN
🐂 Bull case
- Growing fast
- Gaining market share
- Great capital efficiency
🐻 Bear case
- Margin decrease due to price war to increase market share
- Slowing growth
- 100% dependent on the Polish market
tweet
🇵🇱 Dino Polska $DNP One Pager
🏆 Score 6.1/10
🎯 My fair price estimation is around 380PLN
🐂 Bull case
- Growing fast
- Gaining market share
- Great capital efficiency
🐻 Bear case
- Margin decrease due to price war to increase market share
- Slowing growth
- 100% dependent on the Polish market
tweet
Offshore
Photo
Librarian Capital
Smithson $SSON: No portfolio changes in Aug-24
NAV +0.4% but share price -0.7% in Aug (£)
NAV growth just 8.7% p.a. since inception and <1% above benchmark (msci smid)
spirax $spx listed #2 in top detractors as expected https://t.co/w0msnuzucu
tweet
Smithson $SSON: No portfolio changes in Aug-24
NAV +0.4% but share price -0.7% in Aug (£)
NAV growth just 8.7% p.a. since inception and <1% above benchmark (msci smid)
spirax $spx listed #2 in top detractors as expected https://t.co/w0msnuzucu
tweet
Hidden Value Gems
🧑🏽🏭I am looking for a bright analyst to help me with fundamental stock research and portfolio management.
🔎📊Essential skills: curiosity, open-mindedness, hard-working, basic Excel modelling, good written English, passion for stock investing.
💻I am based in London UK/remote work is an option.
📨DM your details if you are interested.
tweet
🧑🏽🏭I am looking for a bright analyst to help me with fundamental stock research and portfolio management.
🔎📊Essential skills: curiosity, open-mindedness, hard-working, basic Excel modelling, good written English, passion for stock investing.
💻I am based in London UK/remote work is an option.
📨DM your details if you are interested.
tweet
Offshore
Photo
Invest In Assets 📈
Top 20 Holdings in Invesco ETF AI and Next Gen Software.
What business will benefit the most from the AI development? https://t.co/lVQjN5LiIR
tweet
Top 20 Holdings in Invesco ETF AI and Next Gen Software.
What business will benefit the most from the AI development? https://t.co/lVQjN5LiIR
tweet
Quality Stocks
3 months ago, before the elections: "I saved the economy of this country"
Now: "Oopsie" 🤡
tweet
3 months ago, before the elections: "I saved the economy of this country"
Now: "Oopsie" 🤡
French finance minister Le Maire warns of worsening public finances https://t.co/EEA44jW2c4 tweet
twitter.com
undefined
undefined
Offshore
Photo
Quality Stocks
Example on the tailwinds a company like 🇳🇴 Integrated Wind Solutions $IWS can have for the maintenance of offshore mills
The market is expected to grow significantly all around the world
To find more about IWS, I wrote an article 2 weeks ago (🔗 in bio)
tweet
Example on the tailwinds a company like 🇳🇴 Integrated Wind Solutions $IWS can have for the maintenance of offshore mills
The market is expected to grow significantly all around the world
To find more about IWS, I wrote an article 2 weeks ago (🔗 in bio)
UK government secures 131 clean energy projects in latest auction round https://t.co/dRopJjH75l tweet
Lumida Wealth Management
1/ Daily News Round-Up:
- China’s factories turn to robots amid labor shortages.
- Bitcoin kicks off September at $58.5K, facing historical bearish trends.
- Intel’s shares plunge, risking Dow exit.
- Global stocks pull back as traders await US economic data.
- BMW recalls 140K Mini Coopers over battery fire risk.
#News #Bitcoin #China #Intel #BMW
tweet
1/ Daily News Round-Up:
- China’s factories turn to robots amid labor shortages.
- Bitcoin kicks off September at $58.5K, facing historical bearish trends.
- Intel’s shares plunge, risking Dow exit.
- Global stocks pull back as traders await US economic data.
- BMW recalls 140K Mini Coopers over battery fire risk.
#News #Bitcoin #China #Intel #BMW
tweet
Offshore
GIF
Quality Investing with Aria
About to go sit in an accounting class that teaches me
“Profit = revenue - costs”
This should be fun 🥴 🤩 https://t.co/rgMdJ7JyPN
tweet
About to go sit in an accounting class that teaches me
“Profit = revenue - costs”
This should be fun 🥴 🤩 https://t.co/rgMdJ7JyPN
tweet